Houston, TX Katy Freeway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
2
Of 7,832 advisors across 3,562 offices
Location
15915 Katy Freeway, Suite 165
Houston TX 77094
Advisors at this office
2
Advisors at this office
Reji M
Series 63
Houston, TX
OSAIC
Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and as a self-employed advisor. He also owns a sole proprietorship providing sales and service of health, disability, life insurance, and fixed annuity products. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.
Ashish M
CFP®, Series 63, Series 66
Houston, TX
OSAIC
Ashish Mathews is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with OSAIC since 2023, having previously worked at FSC Securities Corporation for 14 years. Mathews also owns a sole proprietorship that provides sales and service support for disability, life, and health products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.
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